Brent continues the creative discussion with long-time friend, Colin White, Portfolio Manager, WLWP Wealth Planners –  iA Private Wealth, co-hosting the WLWP Wealth Planners weekly Podcast, Barenaked Money.  In Part 1, they began discussing inter-generational wealth transfer…and in Part 2 the discussion continues with lots of information and points to be aware of and consider when making decisions about beneficiaries and estate planning.

Give it a listen below and let us know what you think.